Posted:3 days ago|
Platform:
On-site
Full Time
Job Title: PCG (Private Client Group) Equity Advisor
Location: Ahmedabad, Gujarat
Certification: NISM VIII
Key Responsibilities:
• Advising Super HNI clients on Equity, Derivatives, currency & commodity Markets. • Individually handling clients with the book size of 25 lacs & above. • Creation of revenue & Activation of clients through effective Advisory. • Cross selling of other products like Mutual fund, PMS, Insurance. • Handling Queries & complains of client's & solving it within TAT. • Acquiring new clients & retaining the old clients by periodic meetings. • Profiling clients by conducting in depth review of client's financial requirements, analysing information & recommending portfolios. • Monitoring & enhancing Advisor's Advising skills through call tracking, weekly targets & meetings, con calls.
Educational specifications:
1. Minimum Qualification Details Graduation & Above
2. Preferred Qualification Post graduate
KG Engineering & Consultancy
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